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At Retirement Direct our aim is to guide you through the complex world of pensions.
We offer specialist independent financial advice on the following:
- raising lump sums from pensions where a cash sum is required and all other potential sources of funds are unavailable;
- purchasing a retirement income;
- reviewing the suitability and performance of pension and retirement contracts;
- retirement funding and investment options;
- other specialist services.
- Services to businesses.
Our services do not include specific advice on other matters, however, if we identify a financial need or a more suitable alternative method of achieving your objective we will suggest that you seek advice from or we will refer you to another independent financial adviser, who will be able to help you further.
If you require advice relating to your personal tax situation, legal matters, or a Will, we will advise you to seek advice from an accountant or solicitor.
